Riverstone Advisors
Latest statistics and disclosures from Riverstone Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, AMZN, GOOGL, TOL, BRK.B, and represent 58.62% of Riverstone Advisors's stock portfolio.
- Added to shares of these 10 stocks: TSCO (+$7.8M), NVDA, IVV, NOW, HWM, QQQ, LNG, V, CRM, SCHG.
- Started 4 new stock positions in NOW, HWM, V, CRM.
- Reduced shares in these 10 stocks: COP, LEN, DXCM, GOOGL, EOG, TOL, XOM, PAYC, MRK, DHR.
- Sold out of its position in LEN.
- Riverstone Advisors was a net buyer of stock by $11M.
- Riverstone Advisors has $176M in assets under management (AUM), dropping by 2.05%.
- Central Index Key (CIK): 0001763404
Tip: Access up to 7 years of quarterly data
Positions held by Riverstone Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Riverstone Advisors
Riverstone Advisors holds 53 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 25.5 | $45M | 76k | 588.68 |
|
|
| Amazon (AMZN) | 10.5 | $18M | 84k | 219.39 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 9.8 | $17M | 91k | 189.30 |
|
|
| Toll Brothers (TOL) | 7.3 | $13M | 101k | 125.95 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $9.8M | 22k | 453.28 |
|
|
| Tractor Supply Company (TSCO) | 5.6 | $9.8M | +399% | 185k | 53.06 |
|
| Danaher Corporation (DHR) | 5.5 | $9.7M | 42k | 229.55 |
|
|
| Raytheon Technologies Corp (RTX) | 3.8 | $6.6M | 57k | 115.72 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.1 | $5.4M | +6% | 11k | 511.24 |
|
| Broadcom (AVGO) | 2.5 | $4.3M | +2% | 19k | 231.84 |
|
| Apple (AAPL) | 2.1 | $3.7M | 15k | 250.42 |
|
|
| Cheniere Energy Com New (LNG) | 2.0 | $3.5M | +9% | 16k | 214.87 |
|
| Exxon Mobil Corporation (XOM) | 1.8 | $3.2M | 30k | 107.57 |
|
|
| Paycom Software (PAYC) | 1.3 | $2.2M | 11k | 204.97 |
|
|
| ConocoPhillips (COP) | 1.2 | $2.2M | -27% | 22k | 99.17 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $2.0M | +43% | 15k | 134.29 |
|
| Microsoft Corporation (MSFT) | 1.1 | $1.9M | 4.5k | 421.51 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $1.6M | 2.7k | 586.07 |
|
|
| Applied Materials (AMAT) | 0.8 | $1.5M | 9.0k | 162.63 |
|
|
| Dex (DXCM) | 0.7 | $1.3M | -13% | 17k | 77.77 |
|
| EOG Resources (EOG) | 0.6 | $1.1M | -4% | 8.8k | 122.58 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.0M | 1.4k | 772.00 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $805k | +6% | 2.8k | 289.84 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $728k | +8% | 2.8k | 264.16 |
|
| Amgen (AMGN) | 0.4 | $716k | 2.7k | 260.64 |
|
|
| Costco Wholesale Corporation (COST) | 0.4 | $631k | +34% | 689.00 | 916.28 |
|
| Meta Platforms Cl A (META) | 0.3 | $596k | +3% | 1.0k | 585.51 |
|
| Paypal Holdings (PYPL) | 0.3 | $578k | 6.8k | 85.35 |
|
|
| Servicenow (NOW) | 0.3 | $522k | NEW | 492.00 | 1060.12 |
|
| Howmet Aerospace (HWM) | 0.3 | $515k | NEW | 4.7k | 109.37 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $457k | 2.4k | 190.44 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $453k | 1.9k | 239.73 |
|
|
| Home Depot (HD) | 0.2 | $414k | 1.1k | 388.99 |
|
|
| Merck & Co (MRK) | 0.2 | $401k | -3% | 4.0k | 99.48 |
|
| Oracle Corporation (ORCL) | 0.2 | $388k | 2.3k | 166.64 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.2 | $381k | 730.00 | 521.96 |
|
|
| Quanta Services (PWR) | 0.2 | $323k | 1.0k | 316.05 |
|
|
| First Solar (FSLR) | 0.2 | $319k | 1.8k | 176.24 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $266k | +300% | 9.6k | 27.87 |
|
| Main Street Capital Corporation (MAIN) | 0.1 | $255k | 4.4k | 58.58 |
|
|
| Philip Morris International (PM) | 0.1 | $253k | 2.1k | 120.35 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $248k | 460.00 | 538.81 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $244k | 384.00 | 635.30 |
|
|
| Nextera Energy (NEE) | 0.1 | $242k | +36% | 3.4k | 71.69 |
|
| Abbvie (ABBV) | 0.1 | $240k | 1.3k | 177.68 |
|
|
| Cisco Systems (CSCO) | 0.1 | $233k | 3.9k | 59.20 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $232k | 2.6k | 90.35 |
|
|
| Micron Technology (MU) | 0.1 | $222k | 2.6k | 84.16 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $222k | 1.7k | 132.10 |
|
|
| Visa Com Cl A (V) | 0.1 | $217k | NEW | 688.00 | 316.04 |
|
| Ametek (AME) | 0.1 | $216k | 1.2k | 180.26 |
|
|
| salesforce (CRM) | 0.1 | $216k | NEW | 646.00 | 334.33 |
|
| Abbott Laboratories (ABT) | 0.1 | $215k | 1.9k | 113.11 |
|
Past Filings by Riverstone Advisors
SEC 13F filings are viewable for Riverstone Advisors going back to 2018
- Riverstone Advisors 2024 Q4 filed Jan. 24, 2025
- Riverstone Advisors 2024 Q3 filed Nov. 4, 2024
- Riverstone Advisors 2024 Q2 filed July 22, 2024
- Riverstone Advisors 2024 Q1 filed May 10, 2024
- Riverstone Advisors 2023 Q4 filed Jan. 30, 2024
- Riverstone Advisors 2023 Q3 filed Nov. 9, 2023
- Riverstone Advisors 2023 Q2 filed Aug. 3, 2023
- Riverstone Advisors 2023 Q1 filed May 2, 2023
- Riverstone Advisors 2022 Q4 filed Jan. 31, 2023
- Riverstone Advisors 2022 Q3 filed Oct. 27, 2022
- Riverstone Advisors 2022 Q2 filed July 26, 2022
- Riverstone Advisors 2022 Q1 filed April 29, 2022
- Riverstone Advisors 2021 Q4 filed Jan. 26, 2022
- Riverstone Advisors 2021 Q3 filed Nov. 4, 2021
- Riverstone Advisors 2021 Q2 filed July 28, 2021
- Riverstone Advisors 2021 Q1 filed April 26, 2021